A process map becomes useful when it reflects what people actually do, including exceptions. An idealised diagram can hide the delays and handoffs that need attention.
The decision to make
Walk through recent representative cases with the people involved. Distinguish required controls from repeated work caused by missing information.
Practical checklist
- Record the trigger and final outcome.
- Identify decision points and owners.
- Include exceptional cases and rework.
An illustrative example
An enquiry may pass through several inboxes before anyone accepts responsibility. The map should show that handoff rather than just a box labelled sales.
Your next step
Use the map to agree a specific improvement and a way to assess whether it helps.
AI-assisted planning guide published by Prime Pixels. Examples are illustrative, not customer case studies. Project scope and applicable requirements must be checked for your circumstances.